Business Succession, Intergenerational Wealth, and Financial Literacy, with Lloyd Kirby

Ways to Wealth
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Episode 91

Lloyd is a senior partner at RSM, one of New Zealand’s largest international accounting practices with 19 partners and 180 staff nationwide. With over 35 years in the industry, Lloyd specialises in business succession planning and exit strategies, helping SME owners prepare for retirement using tools like B‑Star evaluation software.

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